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iShares National Muni Bond ETF
MUB

Overview Fund Activity

1,170 hedge funds and large institutions have $19.8B invested in iShares National Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 512 increasing their positions, 270 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,170
Holders Change
+155
Holders Change %
+15.27%
% of All Funds
18.07%
Holding in Top 10
90
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+26.76%
% of All Funds
1.39%
New
225
Increased
512
Reduced
270
Closed
52
Calls
$2.89M
Puts
$4.15M
Net Calls
-$1.26M
Net Calls Change
-$468K

Top Buyers

1
Jane Street
Jane Street
New York
$221M
2
Creative Planning
Creative Planning
Kansas
$1.12B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.2B
4
BlackRock
BlackRock
New York
$604M
5
Betterment LLC
Betterment LLC
New York
$1.22B

Top Sellers

1
Barclays
Barclays
United Kingdom
$0
2
US Bancorp
US Bancorp
Minnesota
$315M
3
Lazard Asset Management
Lazard Asset Management
New York
$38.5M
4
LIA
LBMC Investment Advisors
Tennessee
$816K
5
FSC
Full Sail Capital
Oklahoma
$52.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
751
Personal Capital Advisors
California
$654K +$212K +1,923 +48%
MAM
752
Madison Asset Management
Wisconsin
$651K +$651K +5,597 New
CHAM
753
Clear Harbor Asset Management
Connecticut
$648K -$14K -120 -2%
SIC
754
Sigma Investment Counselors
Michigan
$645K +$306K +2,630 +90%
RFA
755
Reilly Financial Advisors
California
$643K +$99.6K +857 +18%
FWM
756
FSA Wealth Management
Massachusetts
$642K -$1.86K -16 -0.3%
FAM
757
Flaharty Asset Management
Florida
$641K – – –
CFB
758
Cullen/Frost Bankers
Texas
$640K – – –
GFS
759
GYL Financial Synergies
Connecticut
$640K +$640K +5,500 New
HCM
760
Harvey Capital Management
Florida
$639K – – –
HPWM
761
Highland Private Wealth Management
Washington
$639K +$66.3K +570 +12%
WC
762
Whitney & Co
New York
$634K +$257K +2,213 +68%
MA
763
MONECO Advisors
Connecticut
$632K -$228K -2,001 -27%
FCA
764
FLC Capital Advisors
California
$623K – – –
BAG
765
Briggs Advisory Group
Rhode Island
$620K +$620K +5,335 New
SW
766
SVB Wealth
Massachusetts
$615K -$26.5K -228 -4%
LIG
767
Lokken Investment Group
Delaware
$614K +$129K +1,107 +27%
HTC
768
Haverford Trust Company
Pennsylvania
$609K – – –
TIAM2
769
Tru Independence Asset Management 2
Oregon
$607K +$97.5K +838 +19%
WI
770
Wintrust Investments
Illinois
$604K +$1.51K +13 +0.3%
ACM
771
Antonetti Capital Management
Florida
$600K +$285K +2,450 +90%
GA
772
Greenspring Advisors
Maryland
$600K +$600K +5,158 New
ATC
773
Argent Trust Co
Tennessee
$599K +$28K +241 +5%
NOI
774
Newton One Investments
Delaware
$599K +$54.6K +470 +10%
SAS
775
Sanford Advisory Services
Michigan
$598K +$930 +8 +0.2%
29 30
31
32 33